Nvidia: Valuation Remains Justified Despite Potential Margin Normalization And Revenue Decay From China [Seeking Alpha]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations:
investor.nvidia.com/home/default.aspx
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Source: Seeking Alpha
Play 12min Summary NVDA's Q2 2025 performance shows robust growth with revenues up 122% YoY and EPS up 168% YoY, driven by strong performance in the Data Center segment. Concerns about the sustainability of AI-related capex in recent years are irrelevant as GPU shortages and further computational requirements will continue to benefit NVDA's topline. Geopolitical tensions between the United States and China are likely to persist, eventually resulting in NVDA losing revenue contribution from China. Despite factoring in a potential revenue decay from China and operating expense margin normalization, a potential upside still exists for NVDA; the company is neither overvalued nor in bubble territory. BING-JHEN HONG Introduction Since the emergence of Generative Artificial Intelligence into the mainstream consumer market in November 2022, share prices of major semiconductors companies (with the exception of Intel) have surged exponentially. In less than two years, Nvidia
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NVDA
News
- Behind The Scenes: Nvidia's Great Rise And The New Data Center Era [Forbes]Forbes
- The Zacks Analyst Blog Highlights NVIDIA, Taiwan Semiconductor and Semtech [Yahoo! Finance]Yahoo! Finance
- Can Nvidia's ‘Hyper Moore's Law' Spark An AI Revolution? [Forbes]Forbes
- NVIDIA Names Ellen Ochoa to Board of Directors [Yahoo! Finance]Yahoo! Finance
- NVIDIA Names Ellen Ochoa to Board of DirectorsGlobeNewswire
NVDA
Earnings
- 2/21/24 - Beat
NVDA
Sec Filings
- 11/7/24 - Form 8-K
- 10/11/24 - Form 4
- 10/7/24 - Form 4
- NVDA's page on the SEC website